Thomas specializes in working with business owners, families, as well as individuals in designing investment portfolio strategies* and comprehensive wealth management plans. He, along with the team at Affinity Financial Group offer integrated planning solutions that accomplish goals across all aspects of a wealth management strategy.
Thomas began his career as an advisor in 2008 with a large Canadian financial planning firm. He feels the investing and wealth management landscape is ever changing and it is important to create personalized solutions that meet the needs of each individual client. Furthermore, it is essential to continuously to review these strategies in order to better meet a client’s objectives and build a relationship based on trust and accountability.
Thomas has accomplished the internationally recognized Certified Financial Planner (CFP) designation and is in good standing with the Financial Planning Standards Council. Home | FP Canada
Thomas has also completed his Chartered Investment Manager (CIM) Designation and is in good standing with the Canadian Securities Institute. Chartered Investment Manager (CIM) Designation | Canadian Securities Institute (csi.ca)
Further, Thomas is an affiliate member of the Society of Trust & Estate Practitioners (STEP Canada) as he works towards his Trust and Estate Practitioner designation. (TEP) STEP Canada
In his free time, Thomas enjoys a range of hobbies as well as spending time with his Wife Courtney and daughter Charlotte.